Master Rule and Field Rule criteria is saved within the scenario file and ALSO saved as separate xml files in the DemandToolsData\Master Rules directory.
When loading a saved scenario, an automatic check is done to see if there is a Master Rule or Field Rule with the same name in the Master Rules directory. If no rule exists, then a new one will be created with the criteria saved in the scenario. If one exists with the same name, the criteria within the rule will be checked to see if it matches the logic in the saved scenario. If there is a discrepancy, a pop-up will be shown with options to show the rule differences and then decide how to proceed.
1. Show rule differences: Click to show any discrepancies
2. Options to proceed:
- Save as new rule and keep
- Will be prompted to supply a name for the new rule
- A new rule will be created (xml file) with the selected name and will be shown in Step 3
- New rule criteria will be used
- Will need to re-save the scenario to preserve use of the new rule
- Overwrite criteria in existing rule
- Update the criteria in the existing rule xml file to match the rule criteria saved in the scenario
- Ignore saved scenario rule and use existing
- Ignore the rule criteria in the saved scenario and use the criteria in the existing rule
- Will need to re-save the scenario to update the saved scenario rule logic to match the updates to the existing rule
- The check for missing fields or fields that no longer exist will still be done when attempting to merge the records and the user will need to re-save the rule to add/remove the fields accordingly
- Exit and Clear Scenario
- Abort loading the saved scenario altogether
